Bruce G. Allen Investments, LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 147,850
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 1,081 | 147,850 | 13F-HR | Bruce G. Allen Investments, LLC |
| Q3 2025 | 10/30/2025 | 1,080 | 139,602 | 13F-HR | Bruce G. Allen Investments, LLC |
| Q2 2025 | 7/9/2025 | 1,079 | 131,913 | 13F-HR | Bruce G. Allen Investments, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 52.82 K | 35.7% | 277 | 0 | 277 |
| ETFs | 95.03 K | 64.3% | 7.965 K | 0 | 7.965 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
147,850
Holdings
1081
QoQ value change ($000)
8,248
(5.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.